SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: Elwood P. Dowd who wrote (36558)11/14/1998 10:58:00 AM
From: rupert1  Read Replies (1) | Respond to of 97611
 
Elwood: For a slush Harvey sure is perspicacious!

My one big worry about the CPQ share price is a big takeover of a networker. I know the opposing argument - that CPQ is developing networking capabilities internally, as an adjunct to its architecture, but that $50 billion revenues target for AD2000, and the market prospects (if not the reality) and cheap price of some of the networkers, probably causes EP to dribble at the mouth.

I dread getting into the networking morass again - after too long in BAY and months trying to understand COMS. I like LU, mainly because the CEO is so outstanding but the only buy-out involving LU would make CPQ the target. (I hope LU will buy a CRUS fab plant this coming week or even buy-out CRUS).

Cannot understand why the Texas madam and Helpinout don't come over here. Maybe they like conversing in an asylum. I always feel I am slumming when I go over there. Picking through the city garbage dump looking for diamonds while being attacked by circling seagulls.

Victor



To: Elwood P. Dowd who wrote (36558)11/14/1998 10:58:00 AM
From: Terror  Respond to of 97611
 
Once again on Wall Street Week with our friend Louis, the bald headed fellow guests was pounding the table for CPQ and INTC. I love it when they do that. Hopefully we will see 50's by March. That would mean that I will not get one of my oders filled at 29. That's alright.

Marcie. Anyone in the know on MOT and the move this week?



To: Elwood P. Dowd who wrote (36558)11/14/1998 11:39:00 AM
From: Pruguy  Respond to of 97611
 
i support a cpq buyout of cabletron which they already owe 1bb to over the next 2.5 years. this would make the acquisition that much less.Cabletron currently has a market cap of just about 1.2bb. only about 15% of its all time high.